Special Needs Grandchildren?
If you have grandchildren with special needs and hope to leave them money when you die, you’ll want to take extra care with your estate plan. Your good intentions could inadvertently result in them…
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Small Businesses: Left In The Dark?
Retirement plan sponsors from small and midsize businesses are challenged by the task of evaluating the cybersecurity procedures and protocols of recordkeepers and other service providers. Experts provide advice about adhering to The Department…
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Housekeeping Time: Tips for Plan Sponsors
You are not alone if you find yourself cloudy on your fiduciary obligations as a plan sponsor. Retirement industry executives observe that very few plan sponsors deeply understand their fiduciary duties or how to protect…
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What Exactly Is a Trust?
Whether you are up to your elbows in estate planning, or just trying to figure out how to get started, the terminology can get a bit fuzzy, hard to digest and keep straight. Short…
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Disrupting Estate Planning: Wealthtech?
How will $68 trillion in wealth be passed along to Millennials and Generation X over the next twenty-five years? Wealthtech! That’s the disruption experts say is underway as legal, financial and tech innovators work…
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Pandemic’s Impact on Retirement Saving?
As 2021 ends, new insights into how the pandemic has impacted retirement savings are emerging. A study by recordkeeper Empower Retirement provides insights based on a study with about 4 million retirement plan participants….
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Challenging Times for Plan Sponsors
The storm of lawsuits alleging violation of Employee Retirement Income Security Act (ERISA) fiduciary duties continues to push plan sponsors into settlement negotiations. Though costly, settling before trial frequently ends up becoming more appealing…
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Bunny Wailer: Estate Conflict?
Before reggae legend Bunny Wailer, aka Neville O’Riley Livingston, died earlier this year at the age of 73, he had made a will and appointed co-executors. In the will, he named each of his thirteen…
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Get The Facts: Estate Planning?
What happens when you add procrastination and misinformation together? For many of us, the combination equals failure to make an estate plan—and loved ones in disarray when we die. Estate planning experts have lots of…
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